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Applies to:
It applies to all SAP PM functional consultants want to map utility processes like Maintenance, Emergency,
Repair and construction through SAP PM. SAP ERP with EhP 5 with Operation account Assignment. For
more information, visit the Business Process Expert homepage.
Summary
This document aims at explaining the approach and triggers thought while mapping utility processes like
Maintenance, Emergency, Repair and construction through SAP PM. It also gives an insight to the
consultants for a typical Gas distribution company which tries to transform its business processes.
Author:
Shiba S Mishra
Author Bio
Shiba has an experience of 13 years in manufacturing and 5 years of SAP implementation in the Plant
Maintenance module. Presently he is working as an Lead Consultant in Wipro Technologies HyderabadIndia
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
Table of Contents
Company Profile ................................................................................................................................................. 3
Overview ............................................................................................................................................................. 3
Asset Life Cycle .................................................................................................................................................. 4
Asset Hierarchy and EQPT/FLOC fields ......................................................................................................... 4
Central Address Management ........................................................................................................................ 4
Work Management Life Cycle ......................................................................................................................... 5
Bulk Planning of work orders .......................................................................................................................... 9
Follow on work order creation ....................................................................................................................... 12
Notification Structure ..................................................................................................................................... 12
Z table approach ........................................................................................................................................... 13
Conclusion ........................................................................................................................................................ 14
Related Content ................................................................................................................................................ 15
Disclaimer and Liability Notice .......................................................................................................................... 16
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
Company Profile
This is an Energy distribution company in the field of Electricity and Gas in UK and USA. To be competitive
in the process efficiency, it transforms following business processes.
1. Emergency This process takes care of the response to emergency call like gas escapes inside and
outside of the property.
2. Maintenance This process takes care of the planned maintenance jobs for above ground
maintainable assets
3. Repair This process takes care of the repair emerging out of the emergency process for all
escapes out side of the property.
4. Construction This process takes care of the constructions of new pipe lines either planned or
customer driven.
Overview
While mapping various business processes in a Gas distribution utility company for its work management
and asset management, as a consultant in the process and design team, we brainstormed, discussed with
various process experts, vendors, SMEs, Business analysts, Field engineers and supervisors and arrived at
certain feasible solutions for the requirement. This document will highlight some of them and will help in
triggering similar thought process while mapping similar other requirements.
This document is structured to give guidelines to SAP Processes which fits into the above business
processes in order to map its work and asset management.
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
SAP
Application
GIS
Application
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
External
Scheduling
Application
Requesting
System
CRM, GIS etc
SRM
SAP PM
Mobile
Application
MM,SD
FICO
GIS based
Mobile
Application
Highway
Noticing
Application
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
Source System
Method
Custom interface
Maintenance Maintenance of
above ground installation with
regular interval
Follow on enhancement
Custom Interface
Custom interface
Field/parameter of
SAP
Method of determination
Significance in the work order
Address
Dates
ii)
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
This kind of calculation used to happen in reactive job which has SLA for late start
date was important for scheduling system not Finish date and time.
Tolerance based finish date : Reported Date/Time : 25/04/2011 and 10.05 AM
Finish Tolerance maintained in for task list grp/Grp Ctr is 30 Days
iii) Basic start date/time = 25/04/2011 and 10.05 AM
v) Late start date /time = 24/05/2011 and 11.59 PM
iv) Basic finish date/time = 24/05/2011 and 11.59 PM
In this scenario, late start date was not important, but the job was to be executed
within Basic start date and basic finish date. This is a maintenance scenario and
reported date was considered to be the planned date for each call after dead line
monitoring (IP30).
Late start date Material availability date was calculated automatically determined.
Like above there are lot of scenarios for which date determination is developed in
SAVE event.
Whenever the date of execution is not known during work order, the order is created
as open ended (basic start date = current date and basic finish date = Current date +
finish tolerance). The open ended date was further planned though bulk planning
process as described in bulk planning section
Order type
Work Centers
/Plant
Main work centre at header are required for cost centre/ profit centre determination
Operation Work centers are required to determine resource(s) which will execute the
job. Work centers are master data( PM-HR) which depict the group of resources
having one or multiple skills ( SAP HR).This helps in scheduling the resource which
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
This is maintained in a Ztable at Task list group / group counter level and is
determined at save event.
This is updated by the interface or control table. As this determines the type of job to
be carried out, program (interface, enhancement) which creates work order gets the
Task list Group/Grp Ctr .
This is mandatory for any work order creation process.
Control Key
Interface/enhancement determines the control key as part of task list group /group
counter. This controls the work order to be scheduled in external scheduling system.
User Status
Work order header status: These are configured to set flag for reporting, control work
order release, set flag for end of processing etc. These are without numbering.
Work order operation user status: This user status is set based on the confirmation
variance reason as per the configuration of OPK5. During work order creation it is not
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
set, but it is set as default initial status like INIT. These are numbered.
Planning Indicator
IM position
Enhancement fields
From Date= D1
To date = D2
No of order per day= N
This report produces an output of the work orders from the database based on selection criteria and planning
parameter and planning indicator as Unplanned. The number of work orders should be less than or equal to
(D2-D1)*N.
Example: From date= 10.05.2011
To date
= 15.05.2011
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
b. Plan the work order with respect to date, material, and notices and then release the work
order as per release horizon. This is achieved through batch process.
Planning indicator of the work order plays an important role while releasing work. It acts as parameter which
is set from unplanned to planned at the end of either date planning or date planning with notice planning.
Work order creation process sets it to planned if no further planning is required and to Unplanned if further
planning is required. For all immediate job, it is set to Immediate.
During work order release, following work order parameters are determined.
Field/parameter of
SAP
Method of determination
Significance in the work order
Settlement
Parameter
CRTD
Settlement parameter (WBS element) is determined from based task list group/group
ctr and cost centre of the work centre.
REL
Accepted
On Route
Arrived
Operation
Completed
Planning
Process/Header system
status
TECO
CLSD
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
resource. Resource accepts the work order and then start travelling to site specified in the
work order address in the mobile device and operation status is updated in SAP.
c.
Scheduling system from mobile device and then reaches to the site and sends a operation
user status update to SAP and Scheduling system both and after reaching at site, executes
the job and then sends completion status to again SAP and Scheduling system both.
If field engineer is unable to complete the job and needs a follow up work order need to be created then
automatically a follow on work is created though an enhancement. This will be further described in section
below.
All operation user status update between Mobile devices, SAP to External scheduling system happens
though SAP confirmation with time stamp and confirmation reason for variance though OPK5 configuration.
This is illustrated as per below table.
Plant
Reason
code
Description of the
reason code
Status
Code
Remarks
9001
ACPT
Accepted
ZWORKOP
ACPT
9001
STTR
Started travelling
ZWORKOP
STTR
9001
REAC
Reached
ZWORKOP
REAC
9001
COMJ
Completed Job
ZWORKOP
COMJ
9001
COUF
Complete-Unable
to find
ZWORKOP
COMJ
9001
RETI
Requesting team
Immediately
9001
TRVL
Travel duration
9001
EXDU
Work execution
duration
In addition to this, rejection of work order and partial completion of the work order is separately handled.
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
Task
group
COUF
COUF
list
Grp
Ctr
Release
control
Work
order
type
Planning
indicator
Basic
start
date
control
Late
start
date
control
Basic
finish
date
control
Task
list
group
for
follow
on
work
order
EMRG0001
01
Z001
IMM
COPY
EMRG0002
01
Z002
UNP
365
NOCO
Mobile Application
Form 1
Team
required
form
Field 1
Team
Emergency
Catalog: B
Catalog: A
Activity Text
VIQMMA-MATXT
Code : FRM1
Code : 0001
Catalog: B
Catalog: A
Code
TEAMREQ
group:
Emergency
Code : TRQ
Team
required
form
Date
05/05/2011
Catalog: B
Code
Catalog: A
group:
05/05/2011
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
Injury
from
Injury
Minor
TEAMREQ
Code : DATE
Code : TRQ
Code
description:
Required on
Catalog: B
Catalog: A
Code
INJURYFO
type
group:
Minor
Code : INJ
Code
description:
Injury type
Each form is a code group of notification item with catalog as B and it has one code which is same as
activity code group of the same item having catalog as A.
Each field in the form is mapped to one activity catalog code of the item
Field value in the form updated by field engineer is mapped to MATXT (item activity text).
Field values which is more than 40 character at source ( Mobile application) is entirely updated in long texts
of the item activity line with short text as Refer Long text.
Settlement, TECO and Closure: Work orders are operation completed from mobile device after execution.
Individual batch processes are run periodically to settle, technically compete and business close the work
order. Cost in the work order is either material cost ( maintenance process) or internal labor cost confirmed
as work time and travel time and is settled periodically.
Z table approach
During design, control tables are made to make design more configurable. This approach is considered the
same way SAP does the configuration in design. These are of three types.
Type
Custom
configuration
Table
Delivery
class
C
Explanation
This involves any control table whose attributes are only configuration values.
It is rarely changed like SPRO setting. This creates a transport requests while
maintaining and will be maintained in each environment through transport
request.
Attributes like Order type, notification type, equipment category, PM activity
type, Control key, Authorization group, planner group, class group, material
group etc
Custom
master table
This involves any control table whose attributes configuration values and
master data.
This could be extension of any master data.
This does not create a transport requests while maintaining and will be
maintained in each environment manually or upload program.
Attributes like Task list group, Grp Ctr, Work centre, Personnel Number,
equipment number, FLOC number, Measurement point, class, characteristics,
material etc
Custom
Transaction
table
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
Conclusion
This document does not contain any screenshots but it gives some ideas how scenarios are mapped. It may
help functional consultants regarding design considerations, best practices followed during design of a big
front office implementation of a utility industry.
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping
Related Content
http://www.sdn.sap.com/irj/scn
For more information, visit the Business Process Expert homepage.
Guidelines to Utility Work and Asset Management Process to SAP PM Process Mapping